It is necessary to adjust orders for Same Day Returns from time to time. Same Day Return corrections can only be made for items that are being RETURNED that were purchased in the same day. Order additions can’t be added to the order; a NEW ORDER must be created for order additions.
Search Bar: OEES
Menu: Sales > Entry > Shipping Feedback
Bookmark: OEES – Order Shipping
Unship the Order, Click <QUICK SHIP>
Enter the Order # to Unship.
Click <Ship/Unship>
Unship The Order, click <YES>
Click <DETAIL>
Click <Line Items>
Find the item that the customer is returning and adjust the Qty Shipped to be the quantity that the customer is keeping. Press <Enter> after changing the quantity to update.
Examples:
If they purchased 5 but are returning 2, change the quantity to 3.
If they purchased 5 and are returning all 5, change the quantity to 0.
TIP: If the whole order is being returned, the order should end up being cancelled, after it is untendered.
Require Physical Count? Click <NO>
Find the column that is labeled B/O (above) and change it from yes to no. This will cancel the backorder on this item.
Click on the <Left Arrow> top left to get out of the Line Item screen.
Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
Maintain the order by clicking Maintenance in Order Entry and enter the Order #.
Click <Next>. Click <Next> again.
Click <Taxes and Totals>
In the lower middle of the screen is the Amount Due. This is what is owed back to the customer.
On the right side of the screen click on Collect Payment.
In the payment box on the top of the tendering screen, enter the amount observed in Amount Due on the Totals screen (it should be a negative number so you must put the minus sign).
If the original payment type was NOT a credit card, change the Payment Type to the appropriate payment type.
If the original payment type was credit card the Payment Type and Payment Reference will populate with the card information that was used when the order was originally tendered.
Click <Accept Payment>
If there is not a Journal already open an Open Journal box will appear. Click <OK>
A Change/Refund Due box will appear, click <OK>
Click <Finish>
Request an override. The order will automatically go on hold because it is not fully tendered for the Ordered Amount. This occurs because the “returned” item is still on the order however we are not going to ship that item.
Once the override has been completed by the Main Office return to Quick Ship and ship the order.
TIP: If the order is fully returned and untendered, then cancel the order.